This podcast will cover the 10 key items you MUST review before retiring!  We will be covering these items this Thursday in Burlingame, CA.  Sign u�p at www.ChadBurton.com. On today’s show I also cover the four different phases of portfolio rebalancing, how taking social security early can screw up your Obama Care, the importance of tracking your non-deductible IRA contributions and a few untraditional reasons to convert your IRA to a Roth.

 

 

Sign up for this Thursdays 10 Pillars of Retirement Income Planning seminar at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

 

Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.